Build follow-up into the system
- ✕Reps say "I'll call them tomorrow" tomorrow never comes
- ✕You only find out a lead went cold after they chose someone else
- ✕No easy way to see who's behind on follow-ups
How it works
Job scheduling
Create jobs, assign to your team member, and track every job to completion.
Time tracking
Log billable hours per job. One click converts time entries to an invoice line item.
Expense tracking
Track materials and costs per job for accurate profitability on every project.
Daily reminder email
Every rep gets an email at 7am: "These leads need a call today." Their list, their responsibility.
Manager visibility
See which reps have overdue follow-ups. Coach early, not after the deal is lost.
Set and forget
When a rep logs a call, they set the next follow-up date. System tracks it from there.
Team accountability
Pipeline view shows follow-up status. Everyone sees what's overdue. Peer pressure works.
Attach reminders to leads
When you add a lead, set the next step. Call, quote, email.
System nags your team
Daily emails to each rep with their overdue items. No excuses.
The actual app real data, real workflows
No training required. No setup call. Add your first lead before your next cup of coffee is done.
Add your leads
Name, contact, what they need. Thirty seconds on your phone.
Send the quote
Line items, price, hit send. They approve it branded to your business.
Win it. Invoice it.
One click turns a won quote into an invoice. Log time and expenses. Know your margins.
From lead to paid invoice in 90 seconds.
Watch how a real contractor uses LeadWiseSystem to quote a job and get paid.
Team reminders on Starter and Pro
Time per job
Log billable and non-billable hours. See exactly where your time goes per job.
Expenses per job
Materials, equipment, subs — everything logged against the job.
Profitability reports
See which jobs made money and which didn't. Know your margins before you price the next one.
Simple pricing. No per-tech fees.
For solo operators.
1 user · 100 leads
- ✓Lead tracking + pipeline
- ✓Quotes + invoicing
- ✓Job scheduling + time tracking
- ✓Expense tracking per job
- ✓Profitability reports
- ✓Customer hub
- ✓Daily follow-up reminders
- ✓Communication log
- ✓Brand profiles
- ✓CSV import/export
For small teams.
5 users · 1,000 leads
- ✓Lead tracking + pipeline
- ✓Quotes + invoicing
- ✓Job scheduling + time tracking
- ✓Expense tracking per job
- ✓Profitability reports
- ✓Customer hub
- ✓Daily follow-up reminders
- ✓Communication log
- ✓Brand profiles
- ✓CSV import/export
For growing teams.
Up to 25 users · Unlimited leads
- ✓Lead tracking + pipeline
- ✓Quotes + invoicing
- ✓Job scheduling + time tracking
- ✓Expense tracking per job
- ✓Profitability reports
- ✓Customer hub
- ✓Daily follow-up reminders
- ✓Communication log
- ✓Brand profiles
- ✓CSV import/export
Team reminders on Starter and Pro
14 days free. No credit card. Running in 5 minutes.
Start for free →